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Retirement Planning Group, LLC: VGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Retirement Planning Group, LLC on VGT, newest first. How the timeline and the estimate are built.

Retirement Planning Group, LLC held 77,983 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,983 shares
    Change vs previous 13F +61,913 shares

    0.24% of the 13F portfolio, value $9,320,582.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,070 shares
    Change vs previous 13F +499 shares

    0.35% of the 13F portfolio, value $11,212,146.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,571 shares
    Change vs previous 13F +5,727 shares

    0.39% of the 13F portfolio, value $11,736,861.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,844 shares
    Change vs previous 13F +3,445 shares

    0.26% of the 13F portfolio, value $7,349,565.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,399 shares
    Change vs previous 13F +1,223 shares

    0.18% of the 13F portfolio, value $4,244,082.

    13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,176 shares
    Change vs previous 13F -141 shares

    0.13% of the 13F portfolio, value $2,807,146.

    13F-HR 0001085146-25-002020 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,317 shares
    Change vs previous 13F +465 shares

    0.17% of the 13F portfolio, value $3,305,850.

    13F-HR 0001085146-25-001741 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,852 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,845,798.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).